Think you’re doing “enough” to secure your & your kids’ future? You might want to take a second look…
In this episode of The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom, Jason Blumstein, CFA—former Wall Street insider and Founder of Julius Wealth Advisors—dives into the most overlooked strategies high earners are missing when it comes to building a generational legacy.
From underused 529 Plans and misunderstood trust strategies to the newly passed One Big Beautiful Bill (OBBBA), Jason walks you through what it really takes to grow, protect, and pass on wealth — without sacrificing your own financial stability in the process.
You’ll walk away with:
Whether you’re earning multiple six figures, juggling work and family, or just want to build a future that lasts — this episode should help you get your full wealth strategy back in the driver’s seat.
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Chapters
00:00 Introduction: Are You Doing Enough with Your Success?
02:15 The Fast-Paced Life: Is Your Wealth Strategy Keeping Up?
05:00 Understanding 529 Plans: A Tool for Your Child's Future
10:45 Advanced 529 Strategies: Gift Tax Averaging and More
15:30 Trusts: Protecting and Directing Your Wealth
18:30 Navigating Tax Changes: Opportunities in the Latest Legislation
22:00 The Importance of Financial Stability: Prioritizing Your Future
25:00 Mindset Shift: Aligning Wealth with Life Goals
28:00 Real Wealth: Presence and Freedom
30:00 Conclusion: Recap and Call to Action
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